Financial Advice/Adviser Expenses, Income, Future?

One Response to “Financial Advice/Adviser Expenses, Income, Future?”

1. Richard Z says:

   October 14, 2010 at 2:35 am

   They are not giving you any guidance here. You need to find out what the savings rate is. I will assume 10% or about $700 a month. I would put it in the deferred savings plan and get it vested in the market. I would maximize the previous super and top load Ben since he is older. After he is maximized I would max out Prue. I see a glaring life insurance need, about $800k for Ben and about $250 for Prue. 20 year term should do the trick. It is very vague, but that is how I would do it in real life.

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